A Few Words
About Rick Otis
Exceptional Service
Real Insurance Solutions, Built Around You
Helping You Plan with Confidence, Clarity, and Care
With access to over 8 top-rated insurance carriers, I work to find the right coverage for your unique situation, not a one-size-fits-all policy. Whether you’re securing life insurance, exploring health plans, or planning for retirement with advanced market strategies like IULs and annuities, I provide personalized, professional guidance every step of the way.
BUSINESS & LEADERSHIP EXPERIENCE
45 Years of Industry Insight and Small Business Passion
From Corporate Growth to Client-Focused Service
With a career spanning leadership roles in sales, operations, asset management, and negotiations, I bring decades of hands-on business experience to every client interaction. I’ve helped grow companies, manage P&Ls, lead acquisitions, and negotiate with unions — but what drives me now is helping individuals and small businesses thrive. Whether you’re planning for the future or looking for clarity today, I’m here to help you build with purpose.
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